Product Updates

H1 2026 brought a generalised statistics dashboard with charts and CSV export, searchable system and task logs, guided walkthroughs, and a great deal of work on email.

New document manager with advanced filtering, infinite scroll, QR codes, and collection question builder for complex data capture.

A refreshed interface with full dark mode support, better mobile experience, file tag management, and email composition improvements.

Email fetching that handles high volumes reliably, new dashboard controls, and API privacy improvements for secure integrations.

Trigger API requests for every item in a list, track costs and fees on tasks, and pin important notes so they're never missed.

Major performance improvements across the platform. Pages load faster, servers handle more users, and the interface feels snappier.

Tag and filter your workflow statuses, view user statements, and build multi-stage workflows that wait for all work to complete.

Create users in bulk, set custom working hours by product, and exclude suppliers from auto-allocation when needed.

Create tasks from external systems, see team performance at a glance, and build more sophisticated multi-stage workflows.

Build sophisticated automations without code. Our new automation engine puts triggers, rules, and actions in your hands.

Access your SwiftCase statistics from any BI tool, collect documents through chatbots, and track case history with new timeline features.

Assign users to tasks outside their organisation, override answers from relationships, and toggle visibility rules in the workflow builder.

New URL question type for capturing web addresses, easier expert reassignment, and better document visibility controls.

Add fees via API, improved login security with attempt limits, update users programmatically, and faster task loading.

Major release with rebuilt email fetching, interactive child tasks, improved document uploads, and workflow search.

Find tasks by question answers via API, comprehensive user activity logging, and improved statistics visibility.

Major release with read-only forms, default answers, email client creation, costs and fees visibility, and powerful new search capabilities.

Discover how SwiftCase document management simplifies creating, storing, and sharing business documents. Generate invoices, reports, and contracts automatically from your workflow data.

Launch of customer-facing chatbot for self-service workflows, revamped notifications, enhanced email templates, and auto-allocation scheduling.

If you attended the Northern Business Exhibition in Manchester today, you may have spotted the SwiftCase team at various seminars and networking.

Full SMS messaging capabilities with templates, scheduling, delivery tracking, and two-way conversations built into your workflows.

Enhanced document generation with automatic tagging, dynamic date searching, role-based permissions, and thumbnail management.

Cloud-based storage is a model in which digital files are stored on remote servers and made accessible over the internet. The service is snowballing.

Manage supplier purchases, track business statistics, give principals their own portal, and generate richer documents with custom images.

The year SwiftCase came to life: visual workflow builder, email management, case API, document generation, and credit control in one integrated platform.